Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Associate, Financial Consultant, Charles Schwab, 2019-2020
- Financial Consultant Partner, Charles Schwab, 2017-2019
- FC Academy, Charles Schwab, 2016-2017
- Market Research Analyst, Yardi Systems, 2014-2016
Education
- BS, W.P. Carey School of Business, Arizona State University
Personal interests and affiliations